Introducing DEMO

Nov 26, 2025

Today we're releasing DEMO.

Most people have never actually seen a real financial plan.

Not a janky spreadsheet you update when you remember. Not the 30-page PDF your advisor emails once a year. A real plan you can explore, question, and understand.

So we custom designed 8 real life DEMO financial plans — newlyweds, power couples, high-earners, popstars, people planning for kids, people relocating — and you can click through all of them in a few minutes.

They're simple, visual and conversational. Most importantly they quickly demonstrate the power of having your own financial plan.

So if you've ever wondered what a real financial plan should look like, check this out.